+71,806.6%
BBY vs VSH
+1,656.4%
+70,150.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.7% |
| 7D | +8.1% | +6.2% | +1.9% | +6.2% |
| 30D | +8.9% | -11.1% | +20.1% | +12.4% |
| 3M | +22.0% | -44.9% | +67.0% | +41.2% |
| 6M | +37.8% | +90.0% | -52.1% | +4.2% |
| YTD | +37.3% | +118.8% | -81.5% | -1.8% |
| 1Y | +21.6% | +109.0% | -87.4% | -12.2% |
| 3Y | +41.5% | +35.6% | +5.9% | +13.7% |
| 5Y | +1.2% | +66.7% | -65.5% | -24.7% |
| 10Y | +237.8% | +167.9% | +69.8% | +107.9% |
| All | +71,806.6% | +1,656.4% | +70,150.1% | +15,142.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VSH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling